"Let's have a conversation so I can learn about your business and your goals for the future. Then, I will share my best suggestions to help you take control of your money, and offer a personalized plan-of-action to get you moving forward toward a more successful business . . . a plan that includes more profitability and more freedom to enjoy it!

We'll take some time to review how - or if - you are currently tracking your income and expenses, and address the challenges you may have had in the past.

Together, we will decide how you want to manage your financial records going forward. Do you prefer to do it yourself, and possibly need some guidance, tools or resources to help you get it done – faster, easier – with less stress and anxiety?

Would you rather outsource your money-management tasks, or use in-house staff so your time can be free to focus on other things?

Maybe you need some assistance to train your staff to handle the tasks for you as efficiently as possible.

Whatever your needs, let's talk about how to implement the best solution for you."

By the end of our session, you will have:

a clear picture of where you've been and where you are heading

a greater understanding of what systems work best for you and your business model

recognition of the level of service you require now, and what you will need in the future

the confidence and readiness to move forward, knowing that you are making smart decisions about managing your money